River Wealth Advisors LLC
CIK 1642570 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $955.7M
- Posisi
- 217
- Per tanggal
- 30 Juni 2026
#2.530 dari 9.443 berdasarkan nilai 13F · top 26.8%
Nilai portofolio QoQ: +9.8% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 38,50%
- Bobot 25 kepemilikan teratas
- 64,52%
- Posisi di atas 1%
- 25
- Jumlah posisi efektif
- 45,1
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 4,19% Perkiraan pembelian $38.221.986 · penjualan $42.219.090
Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 86,1% masih dipegang
- Posisi baru
- 17
- Meningkat
- 56
- Menurun
- 114
- Tertutup
- 5
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Technology
19,3%
Industrials
8,3%
Healthcare
7,0%
Financials
6,5%
Communication Services
6,4%
Retail
5,6%
Financial Services
4,3%
Energy
2,3%
Materials
1,3%
Consumer Staples
1,1%
Utilities
1,0%
Consumer products
1,0%
Real Estate
0,5%
Communications
0,3%
Consumer Discretionary
0,3%
Telecommunication
0,2%
Logistics & Transportation
0,1%
Packaging
0,0%
Lainnya/Tidak terpetakan
34,4%
Portofolio lengkap 217 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. - Common Stock | $54.498.960 | 5,70% | 188.343 | $7.671.497 | Naik ×1 | ||
| IWR | $51.173.493 | 5,35% | 463.864 | $7.404.410 | Naik ×6 | ||
| NVDA NVIDIA Corporation - Common Stock | $44.879.753 | 4,70% | 224.298 | $6.899.131 | Naik ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $37.335.151 | 3,91% | 104.472 | $8.040.805 | Naik ×1 | ||
| IVV | $35.355.866 | 3,70% | 47.211 | $4.361.687 | Turun ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $32.848.148 | 3,44% | 88.060 | $1.641.145 | Naik ×2 | ||
| VEU | $29.034.086 | 3,04% | 346.676 | $4.418.631 | Naik ×4 | ||
| XSMO | $28.947.386 | 3,03% | 309.168 | $5.062.654 | Turun ×2 | ||
| SMLF | $28.114.184 | 2,94% | 315.394 | $4.110.362 | Turun ×2 | ||
| CWB | $25.749.489 | 2,69% | 238.819 | $4.046.806 | Naik ×6 | ||
| IWM | $24.232.667 | 2,54% | 80.655 | $3.645.549 | Turun ×5 | ||
| LRCX Lam Research Corporation - Common Stock | $23.869.117 | 2,50% | 55.083 | $13.126.719 | Naik ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $22.773.078 | 2,38% | 69.572 | $2.439.679 | Naik ×6 | ||
| AMZN Amazon.com, Inc. - Common Stock | $22.097.108 | 2,31% | 92.713 | $3.767.985 | Naik ×6 | ||
| IEMG | $18.570.515 | 1,94% | 224.173 | $3.978.902 | Naik ×5 | ||
| V Visa Inc. | $18.502.275 | 1,94% | 53.928 | $2.311.836 | Naik ×5 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $15.908.718 | 1,66% | 37.334 | $2.562.749 | Naik ×6 | ||
| BAC Bank of America Corporation Common Stock | $15.105.273 | 1,58% | 265.098 | $2.241.463 | Naik ×6 | ||
| LLY Eli Lilly and Company Common Stock | $14.250.528 | 1,49% | 11.881 | $3.162.007 | Turun ×2 | ||
| TTWO Take-Two Interactive Software, Inc. - Common Stock | $13.245.191 | 1,39% | 52.985 | $3.092.901 | Naik ×6 | ||
| CB Chubb Limited Common Stock | $12.842.851 | 1,34% | 37.691 | $534.613 | Turun ×1 | ||
| TJX TJX Companies, Inc. (The) Common Stock | $12.784.990 | 1,34% | 84.389 | $-463.930 | Naik ×3 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $12.221.979 | 1,28% | 95.113 | $1.022.712 | Naik ×1 | ||
| COR Cencora, Inc. Common Stock | $11.910.369 | 1,25% | 42.089 | $-1.445.548 | Turun ×2 | ||
| CAT Caterpillar, Inc. Common Stock | $10.417.296 | 1,09% | 9.782 | $3.690.881 | Naik ×3 | ||
| SYK Stryker Corporation Common Stock | $9.240.507 | 0,97% | 29.350 | $269.482 | Naik ×3 | ||
| BLK BlackRock, Inc. Common Stock | $8.508.335 | 0,89% | 8.848 | $74.701 | Naik ×6 | ||
| PEP PepsiCo, Inc. - Common Stock | $8.392.738 | 0,88% | 61.985 | $-1.062.303 | Naik ×1 | ||
| DE Deere & Company Common Stock | $7.846.585 | 0,82% | 12.370 | $744.664 | Turun ×2 | ||
| WM Waste Management, Inc. Common Stock | $7.500.300 | 0,78% | 33.652 | $-161.807 | Naik ×6 | ||
| WMT Walmart Inc. - Common Stock | $7.480.098 | 0,78% | 66.044 | $-510.649 | Naik ×6 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $7.404.737 | 0,77% | 20.957 | $1.288.881 | Turun ×2 | ||
| TT Trane Technologies plc | $6.879.679 | 0,72% | 14.007 | $942.800 | Turun ×6 | ||
| NOW ServiceNow, Inc. Common Stock | $6.391.647 | 0,67% | 64.380 | $-69.753 | Naik ×4 | ||
| COST Costco Wholesale Corporation - Common Stock | $6.226.322 | 0,65% | 6.656 | $-535.235 | Turun ×4 | ||
| AVGO Broadcom Inc. - Common Stock | $6.169.032 | 0,65% | 16.331 | $4.806.262 | Naik ×6 | ||
| RSP | $5.952.386 | 0,62% | 27.976 | $1.035.587 | Naik ×1 | ||
| FCX Freeport-McMoRan, Inc. Common Stock | $5.515.470 | 0,58% | 87.700 | $295.857 | Turun ×2 | ||
| MA Mastercard Incorporated Common Stock | $5.414.463 | 0,57% | 10.542 | $-3.940 | Turun ×6 | ||
| CSL Carlisle Companies Incorporated Common Stock | $5.266.323 | 0,55% | 14.518 | $275.466 | Turun ×6 | ||
| TRGP Targa Resources, Inc. Common Stock | $5.217.325 | 0,55% | 19.457 | $351.398 | Naik ×1 | ||
| ORCL Oracle Corporation Common Stock | $4.941.957 | 0,52% | 33.722 | $-146.221 | Turun ×4 | ||
| CVX Chevron Corporation Common Stock | $4.868.151 | 0,51% | 29.369 | $-1.131.712 | Naik ×1 | ||
| AMGN Amgen Inc. - Common Stock | $4.763.838 | 0,50% | 13.155 | $105.550 | Turun ×2 | ||
| SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF | $4.725.335 | 0,49% | 93.812 | $-481.707 | Turun ×6 | ||
| QQQ Invesco QQQ Trust, Series 1 | $4.675.329 | 0,49% | 6.349 | $1.000.482 | Turun ×3 | ||
| IJH | $4.616.641 | 0,48% | 59.871 | $494.398 | Turun ×6 | ||
| XOM Exxon Mobil Corporation Common Stock | $4.415.169 | 0,46% | 32.294 | $-837.064 | Naik ×1 | ||
| CEG Constellation Energy Corporation - Common Stock When-Issued | $4.333.440 | 0,45% | 17.448 | $-668.327 | Turun ×1 | ||
| CCJ Cameco Corporation Common Stock | $4.269.473 | 0,45% | 41.915 | $-360.909 | Turun ×2 | ||
| IJJ | $4.209.880 | 0,44% | 28.497 | $406.666 | Turun ×6 | ||
| DLR Digital Realty Trust, Inc. Common Stock | $4.078.822 | 0,43% | 22.713 | $126.489 | Naik ×6 | ||
| RTX RTX Corporation Common Stock | $3.820.449 | 0,40% | 20.136 | $-84.807 | Turun ×4 | ||
| PH Parker-Hannifin Corporation Common Stock | $3.740.331 | 0,39% | 3.824 | $245.314 | Turun ×6 | ||
| PHM PulteGroup, Inc. Common Stock | $3.701.652 | 0,39% | 26.978 | $514.068 | Turun ×6 | ||
| VXF | $3.654.848 | 0,38% | 14.844 | $526.805 | Turun ×4 | ||
| PNC PNC Financial Services Group, Inc. (The) Common Stock | $3.533.753 | 0,37% | 14.352 | $547.337 | |||
| APD Air Products and Chemicals, Inc. Common Stock | $3.532.815 | 0,37% | 12.050 | $-41.951 | Turun ×6 | ||
| TEL TE Connectivity plc Ordinary Shares | $3.466.654 | 0,36% | 17.195 | $-134.730 | Turun ×6 | ||
| COF Capital One Financial Corporation Common Stock | $3.447.292 | 0,36% | 17.183 | $237.584 | Turun ×4 | ||
| JNJ Johnson & Johnson Common Stock | $3.441.373 | 0,36% | 13.550 | $103.286 | Turun ×2 | ||
| TTEK Tetra Tech, Inc. - Common Stock | $3.359.063 | 0,35% | 116.271 | $-654.736 | Turun ×3 | ||
| ABBV AbbVie Inc. Common Stock | $3.353.836 | 0,35% | 13.328 | $370.545 | Turun ×6 | ||
| PEG Public Service Enterprise Group Incorporated Common Stock | $3.237.770 | 0,34% | 39.894 | $211.239 | Naik ×5 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $3.203.199 | 0,34% | 27.271 | $2.288.525 | Naik ×2 | ||
| SCHM | $3.171.871 | 0,33% | 86.029 | $370.904 | Turun ×3 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $3.140.203 | 0,33% | 3.105 | $455.115 | Turun ×2 | ||
| MRVL Marvell Technology, Inc. - Common Stock | $3.129.335 | 0,33% | 10.505 | Naik ×1 | |||
| LIN Linde plc - Ordinary Shares | $2.825.629 | 0,30% | 5.445 | $92.999 | Turun ×6 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $2.788.521 | 0,29% | 8.177 | Naik ×1 | |||
| VBK | $2.736.183 | 0,29% | 7.482 | $417.912 | Turun ×6 | ||
| IWB | $2.604.011 | 0,27% | 6.359 | $322.740 | Turun ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $2.502.147 | 0,26% | 7.095 | $138.264 | Turun ×6 | ||
| LOW Lowe's Companies, Inc. Common Stock | $2.426.528 | 0,25% | 11.005 | $-209.274 | Turun ×6 | ||
| SPY SPY | $2.259.784 | 0,24% | 3.026 | $39.472 | Turun ×3 | ||
| VOO | $2.163.870 | 0,23% | 3.151 | $293.684 | Naik ×1 | ||
| EEM | $2.151.542 | 0,23% | 31.451 | $341.434 | Turun ×6 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $2.138.334 | 0,22% | 3.796 | $-135.969 | Turun ×1 | ||
| TMO Thermo Fisher Scientific Inc Common Stock | $1.990.400 | 0,21% | 3.970 | $326.570 | Naik ×1 | ||
| PSX Phillips 66 Common Stock | $1.982.488 | 0,21% | 11.727 | $-187.318 | Turun ×6 | ||
| BSCW Invesco BulletShares 2032 Corporate Bond ETF | $1.913.501 | 0,20% | 93.296 | $-35.021 | Turun ×1 | ||
| IJK | $1.793.755 | 0,19% | 15.266 | $276.606 | Naik ×1 | ||
| VUG | $1.748.730 | 0,18% | 20.301 | $152.962 | Naik ×1 | ||
| BSCX Invesco BulletShares 2033 Corporate Bond ETF | $1.739.186 | 0,18% | 82.602 | $-36.653 | Turun ×1 | ||
| BRKB | $1.665.061 | 0,17% | 3.328 | $61.405 | Turun ×2 | ||
| XLK XLK | $1.632.051 | 0,17% | 8.566 | $354.975 | Turun ×2 | ||
| KRNY Kearny Financial - Common Stock | $1.579.310 | 0,17% | 166.946 | $318.867 | |||
| BSCY Invesco BulletShares 2034 Corporate Bond ETF | $1.524.933 | 0,16% | 73.793 | $6.478 | Naik ×6 | ||
| PG Procter & Gamble Company (The) Common Stock | $1.521.316 | 0,16% | 10.374 | $-40.300 | Turun ×6 | ||
| AMAT Applied Materials, Inc. - Common Stock | $1.466.100 | 0,15% | 2.028 | $814.134 | Naik ×5 | ||
| BSCT Invesco BulletShares 2029 Corporate Bond ETF | $1.444.300 | 0,15% | 77.755 | $-31.551 | Turun ×1 | ||
| MRSH Marsh Common Stock | $1.430.076 | 0,15% | 8.580 | $-208.382 | Turun ×6 | ||
| BSCS Invesco BulletShares 2028 Corporate Bond ETF | $1.429.216 | 0,15% | 70.180 | $-28.497 | Turun ×1 | ||
| DHR Danaher Corporation Common Stock | $1.398.842 | 0,15% | 7.344 | $-25.201 | Turun ×4 | ||
| BSCU Invesco BulletShares 2030 Corporate Bond ETF | $1.366.189 | 0,14% | 82.078 | $-7.453 | Turun ×1 | ||
| ELV Elevance Health, Inc. Common Stock | $1.329.965 | 0,14% | 3.439 | $290.409 | Turun ×6 | ||
| BSCV Invesco BulletShares 2031 Corporate Bond ETF | $1.318.141 | 0,14% | 80.448 | $-45.817 | Turun ×1 | ||
| BSCR Invesco BulletShares 2027 Corporate Bond ETF | $1.301.751 | 0,14% | 66.365 | $-31.769 | Turun ×4 | ||
| RY Royal Bank Of Canada Common Stock | $1.296.461 | 0,14% | 6.264 | $266.893 | Turun ×4 | ||
| TMUS T-Mobile US, Inc. - Common Stock | $1.268.776 | 0,13% | 7.564 | $-13.058.193 | Turun ×1 | ||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
| Sekuritas | Nilai | % dari portofolio | Rentetan |
|---|---|---|---|
| IWR | $51.173.493 | 5,35% | naik ×6 |
| VEU | $29.034.086 | 3,04% | naik ×4 |
| CWB | $25.749.489 | 2,69% | naik ×6 |
| JPM | $22.773.078 | 2,38% | naik ×6 |
| AMZN | $22.097.108 | 2,31% | naik ×6 |
| IEMG | $18.570.515 | 1,94% | naik ×5 |
| V | $18.502.275 | 1,94% | naik ×5 |
| ETN | $15.908.718 | 1,66% | naik ×6 |
| BAC | $15.105.273 | 1,58% | naik ×6 |
| TTWO | $13.245.191 | 1,39% | naik ×6 |
| TJX | $12.784.990 | 1,34% | naik ×3 |
| CAT | $10.417.296 | 1,09% | naik ×3 |
| SYK | $9.240.507 | 0,97% | naik ×3 |
| BLK | $8.508.335 | 0,89% | naik ×6 |
| WM | $7.500.300 | 0,78% | naik ×6 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| MRVL | $3.129.335 | 10.505 | 0,33% |
| PANW | $2.788.521 | 8.177 | 0,29% |
| MKC | $784.284 | 15.555 | 0,08% |
| Penerbit tidak dikenal (CUSIP: 438516205) | $614.340 | 2.744 | 0,06% |
| Penerbit tidak dikenal (CUSIP: 43849R105) | $607.086 | 2.746 | 0,06% |
| INTC | $373.772 | 2.677 | 0,04% |
| MU | $352.347 | 305 | 0,04% |
| AMD | $273.028 | 470 | 0,03% |
| TSM | $263.142 | 551 | 0,03% |
| GE | $261.996 | 701 | 0,03% |
| DAL | $244.172 | 2.607 | 0,03% |
| IWO | $227.315 | 577 | 0,02% |
| IBM | $218.851 | 778 | 0,02% |
| ENS | $214.413 | 917 | 0,02% |
| VV | $212.435 | 618 | 0,02% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| LRCX | Beli lebih banyak | +5K | +$13.1M |
| GOOGL | Beli lebih banyak | +3K | +$8.0M |
| AAPL | Beli lebih banyak | +4K | +$7.7M |
| IWR | Beli lebih banyak | +14K | +$7.4M |
| NVDA | Beli lebih banyak | +7K | +$6.9M |
| XSMO | Dipangkas | -5K | +$5.1M |
| AVGO | Beli lebih banyak | +12K | +$4.8M |
| VEU | Beli lebih banyak | +19K | +$4.4M |
| IVV | Dipangkas | -238 | +$4.4M |
| SMLF | Dipangkas | -3K | +$4.1M |
3 posisi disembunyikan (pemeriksaan kelengkapan data)
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| CRM | 30 Juni 2026 | 32.804 | $6.123.532 | 31,3% |
| LULU | 30 Sep. 2025 | 24.649 | $5.856.015 | -33,9% |
| AMD | 31 Maret 2025 | 29.606 | $3.576.109 | 353,6% |
| SUM | 31 Maret 2025 | 69.156 | $3.499.304 | Tidak lagi dilacak |
| STZ | 30 Sep. 2025 | 20.707 | $3.368.689 | -1,7% |
| NVO | 31 Maret 2025 | 21.343 | $1.835.922 | -33,0% |
| MDLZ | 31 Des. 2025 | 26.109 | $1.631.023 | 19,9% |
| LMT | 31 Maret 2025 | 3.033 | $1.473.900 | 30,6% |
| AEP | 31 Maret 2025 | 14.709 | $1.356.579 | 16,3% |
| HON | 30 Juni 2026 | 5.481 | $1.238.956 | -1,2% |
| BSCP | 31 Des. 2025 | 52.186 | $1.079.729 | Tidak lagi dilacak |
| TFC | 31 Des. 2025 | 23.024 | $1.052.643 | 2,9% |
| NI | 31 Maret 2025 | 25.807 | $948.658 | 4,5% |
| ULXXXX | 31 Des. 2025 | 15.617 | $925.758 | Tidak lagi dilacak |
| DFS | 30 Juni 2025 | 3.900 | $665.730 | Tidak lagi dilacak |
| SCHK | 31 Maret 2026 | 19.515 | $640.090 | Tidak lagi dilacak |
| SCHA | 30 Juni 2025 | 13.566 | $317.852 | Tidak lagi dilacak |
| SNPS | 31 Des. 2025 | 639 | $315.277 | -15,4% |
| T | 31 Maret 2026 | 12.209 | $303.262 | -12,9% |
| SCZ | 31 Des. 2025 | 3.876 | $297.367 | |
| CAH | 30 Sep. 2025 | 1.510 | $253.680 | 47,7% |
| CMCSA | 31 Maret 2025 | 6.646 | $249.432 | -27,8% |
| IWO | 30 Juni 2025 | 920 | $235.088 | Tidak lagi dilacak |
| SCHA | 31 Maret 2026 | 8.060 | $229.549 | Tidak lagi dilacak |
| MKC | 30 Sep. 2025 | 2.980 | $225.944 | -15,5% |
| IAU | 30 Juni 2026 | 2.555 | $225.249 | Tidak lagi dilacak |
| BR | 31 Des. 2025 | 936 | $222.928 | -20,8% |
| RPM | 31 Maret 2025 | 1.796 | $221.016 | -4,9% |
| ISRG | 30 Juni 2026 | 479 | $220.815 | -0,7% |
| AJG | 31 Maret 2026 | 843 | $218.160 | 20,3% |
| BRO | 31 Maret 2026 | 2.694 | $214.712 | 10,4% |
| EMR | 31 Maret 2025 | 1.705 | $211.259 | 41,7% |
| FIDU | 31 Maret 2025 | 2.996 | $210.649 | Tidak lagi dilacak |
| FIDU | 30 Sep. 2025 | 2.715 | $210.494 | Tidak lagi dilacak |
| VNQ | 31 Maret 2026 | 2.378 | $210.468 | Tidak lagi dilacak |
| ZBH | 31 Des. 2025 | 2.135 | $210.253 | 12,4% |
| IWO | 31 Maret 2026 | 646 | $208.665 | Tidak lagi dilacak |
| FCOM | 31 Maret 2025 | 3.504 | $205.685 | Tidak lagi dilacak |
| PLTR | 30 Juni 2026 | 1.397 | $204.354 | 49,7% |
| SCHB | 31 Maret 2025 | 8.988 | $204.028 | Tidak lagi dilacak |
| LH | 31 Des. 2025 | 710 | $203.813 | 33,0% |
| WSO | 31 Des. 2025 | 500 | $202.150 | -6,8% |
| IWP | 31 Maret 2026 | 1.466 | $200.755 | Tidak lagi dilacak |
| VBR | 30 Sep. 2025 | 1.026 | $200.081 | Tidak lagi dilacak |
| BX | 31 Maret 2026 | 1.298 | $200.074 | 24,5% |